Charter Capital Management Review

Trust Score 95%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Charter Capital Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. Charter Capital Management manages $195.0 million and provides investment advisory services for 283 clients (1:57 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $689,133
Hybrid Advisor No
Disciplinary History No
Total AUM $195.0 million
Advisor / Client Ratio 1:57
Headquarters Brookfield, WI
SEC Filings Forms and Brochures    (CRD # 35919)
State(s) Registered FL, WI

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